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With recession likely in Q3, look to infrastructure for downside/upside capture: ClearBridge

Understanding the effect of economic changes on the stocks in a portfolio helps investors make smart allocation decisions. For infrastructure investors, adjusting the balance between defensive utilities and user-pays infrastructure stocks as conditions change can ensure superior returns relative to general equities, said ClearBridge Investments’ Nick Langley.
Lisa Uhlman | 10th May 2023 | More